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夏季消费高峰到来,煤炭供求紧张加剧,动力煤价格仍然强劲上涨。在煤炭供求紧张和国家限制动力煤价格的情况下,资源税改革方案短期内出台的可能性不大,即使出台,煤炭企业也完全能够将其转嫁到下游,因此对上市公司业绩影响不大。
The peak of summer consumption, tight supply and demand of coal, thermal coal prices are still strong rise. In the case of tight supply and demand of coal and the state to limit the price of thermal coal, the resource tax reform program is unlikely to be introduced in a short period of time. Even if it is introduced, the coal enterprises are completely able to pass it on to the downstream and thus have little effect on the performance of listed companies.